Course Enrollment Methods

Last Updated: May 31, 2016 10:58AM CDT

Background

There are many methods that can be used to enroll users into a course. Below is a brief description of each enrollment method, as well as links to more in-depth instructions on how to utilize each of the methods listed.

Users can be enrolled via the course setting window. To enroll users via this method, first locate the course and click the title of the course. This should bring up the course settings. In the column on the left-hand side, select "Enrollment & Due Dates". Then select the tab marked "Enroll in Course". From here you can select users by placing a check next to their name. Once all desired users are selected simply go to the dropdown "Select Action" menu and choose the "Enroll in Course" option.

After creating a group, click the Courses tab then click on Enroll by Group.

Click on the green "+" button under Assign Course for the corresponding group.

Highlight the course(s) and click the arrow pointing towards the right, circled below, to add courses to the Group. After the course(s) has been added click next to set the Requirement Type and Due Date.

Set the Requirement Type to Mandatory or Optional.

Set the Due Date that you would like for the course. The Due Date can be set to none, set to within X number of days after being enrolled, or set to a specific calendar date.

Click Save to complete the assignment of the course(s) to the Group.

Click the Email Notification icon to configure when users should receive notification about the enrollment into courses.

The bulk course enrollment and un-enrollment page allows you to enroll all current and future users registered within the iLMS system to a particular course. It is a great feature for enterprise-wide mandatory training courses because by bulk enrolling these courses you ensure that all users on the system will have to take and pass these courses.
It is a good idea to use this feature in conjunction with the course time before due setting. For example, if you set the time before due to 30 days and enter new hires into the system, they will be required to complete all such courses within 30 days of joining your organization or they will show up on past due reports.

Options and Commands:

Select Course

Allows you to select the course you want to enroll or un-enroll.

Enrolled User List

Allows you to download the list of users that are currently enrolled into the selected course.

Un-Enrolled User List

Allows you to download the list of users that are currently not enrolled in the selected course.

Operation

Bulk Enroll/ Bulk Un-Enroll

Allows you to enroll or un-enroll all current and future users to a course in the iLMS.
A bulk enrollment can be undone with the bulk un-enroll link, which will un-enroll all users who have not started the course.

Requirement Type

Mandatory

Sets the course to mandatory.

Optional

Sets the course to optional.

Due Date

Either opt out of selecting with No Due Date or choose a Due Date.

File Name

Choose File

Opens a file directory browser to select the .csv file with the list of users.

Download Template

Downloads a blank .csv file containing the text Email ID. To fill this out, simply list the e-mail of the users under E-mail ID in column A.

Send the Following Emails

Checking Enrolled in Course sends an e-mail to each user that is enrolled into the course as a result of the upload.

Upload

Completes the bulk enrollment process.

Tips and best practices:

1. Please upload a spreadsheet(.csv) file only.

2. Download the template by clicking on "Download Template" link provided and fill in your data in the specified format. Do not delete the specified first column from the template.

3. 'Bulk Enroll' can be performed on all user(s), as mentioned in column with their email id in the uploaded spreadsheet(.csv). 'Bulk Enroll' operation can be used to enroll course to these user(s).

4. 'Bulk Un-Enroll' can be performed on all user(s), as mentioned in column with their email id in the uploaded spreadsheet(.csv). 'Bulk Un-Enroll' operation can be used to un-enroll course to these user(s).

To enable this go to Settings>Catalog Settings> Settings Tab and make sure that the catalog is visible in the learner center. This will allow users to view the catalog.

For a particular course to be eligible for self-enrollment two course settings must be addressed, the course must be set to allow open enrollment.
This can be set through the course settings in the "Enrollment & Due Dates" section.

The course will also need to be visible in the course catalog, go to the course settings and click the "Catalog" section. Then place a check in the box next to "Display this course in the Learner Center Catalog".